FUND MANAGERS
Funds management
Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...
Financial planning
Some investors want to "dip their toes" into the investment world by comparing their asset allocation and performance with those of their peers....
Funds management
Local Government Super has awarded a $90 million mandate to Hermes Fund Managers to launch its Environmental, Social and Governance (ESG) strategy....
Funds management
The Australian Securities and Investments Commission (ASIC) has released an updated investor guide on unlisted property schemes, urging investors to seek financial advice...
Funds management
Financial planners are ditching direct equities for managed funds, according to Zenith head of sales and marketing John Nicoll....
Funds management
ASIC is seeking penalties against the unlicensed operators of more than 12 offshore managed investment funds, which were found to comprise a single unregistered managed i...
Funds management
As investors look to diversify their portfolios, Certitude Global Investment chief executive Craig Mowll says he has seen a renewed interest in fund managers taking an ac...
Funds management
Investors making the decision to allocate to listed property are looking beyond a single-strategy portfolio to meet their financial needs and want to diversify across a l...
Funds management
A structural change in investor attitudes means fund managers are now competing in a "savings pool" rather than an "investment pool", according to BT Investment Managemen...
Funds management
Global listed property has outperformed both Australian listed property and international shares over the five years to 31 August, as investors seek high yield and a stea...
Funds management
Fund managers have been accused of neglecting the needs of retail clients and catering to the institutional market....
Superannuation
Uncertainty is driving short-termism among fund managers and has cast doubt on the viability of growth from underlying structural trends, according to Nicky Stafford, por...
Funds management
Investment managers expect a sustainable turnaround in the Australian share market by the end of 2013....
Funds management
Most global fund managers have maintained a neutral view when it comes to their allocation to bonds and equities for the remainder of 2012, according to the latest HSBC F...
Editorial
Morningstar's Tom Whitelaw outlines the differences between boutique and institutional fund managers with the aim of dispelling popular misconceptions....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...